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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,867 | $48,337-19.6% | $67,560-42.5% | $80,959-52.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 16.02% | 18.26%-2.2pp | 3533.50%-3517.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,286 | $2,023-36.4% | $2,737-53.0% | $2,757-53.4% |
| Participant deferral / active EE | $2,934 | $2,928+0.2% | $4,004-26.7% | $4,300-31.8% |
| Admin fee / account holder | $1,538 | $3,695-58.4% | $3,994-61.5% | $6,925-77.8% |